Opportunity or threat? Infrastructure investments and Regulation 28

On 26 February 2021, National Treasury released a proposal to amend Regulation 28 of the Pension Funds Act to make it easier for pension funds to invest in infrastructure projects. This raised concerns that government could force pension fund members to invest in...

Offshore Investing. A view from the moon

by Michael Sarris, Wealth Management (Anchor Capital) It has been over 50 years since the first moon landing and most would likely recall the famous quote by Astronaut Neil Armstrong “That’s one small step for man, one giant leap for mankind”. What you are probably...

Estate Planning Considerations for Offshore Investing

Estate Planning is often overlooked when investing offshore.  The webinar below discusses the implications that the death of an investor may have on the assets held within different types of investment products and explores probate, specifically from a South African...

What is the POPI Act and why it matters

At Southwood Financial Planning, we take the protection of personal information very seriously and are aligning all our business practices to ensure strict compliance. In 2013, the Protection of Personal Information Act (POPI) was passed in South Africa. In essence,...